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      2024.0926 Texada CloudLink Release Notes

      Introduction

      These notes address new features and code fixes for version 2024.0926 of Texada CloudLink. Please reach out to Texada support with any questions you may have.

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      Release Highlights

      SalesLink Flex - Additional Filters for Around Me

      More filtering options have been added to the Around Me feature in SalesLink Flex! With the ability to filter by equipment, account type, outstanding sales activity, and more, sales reps can now better identify how to make the most of their time on the road. 

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      Equipment Monitoring Toolkit

      Ticket #

      Description

      CLA-34140

      Resolved an issue in which an "Error creating appointment" error would occasionally appear upon scheduling a new appointment.

      Parts & Service Quoter

      Ticket #

      Description

      CLA-32086

      A new "Select All Groups" checkbox has been added to the From Standard Job tab of the New Segment window. Check this checkbox to select all of the group items for that Segment.

      SalesLink

      Ticket #

      Description

      CLA-33903

      The performance of the Opportunity & Lead Search feature has been improved. Pagination has been added to avoid time out errors when returning large amounts of data.

      ServiceLink

      Ticket #

      Description

      CLA-31700

      Resolved an issue affecting the Advanced Search export feature in which the number of rows between the ServiceLink search results and the exported report would occasionally differ.

      CLA-34031

      Resolved an issue affecting the Edit Misc window for Misc Segment items in which information entered into the Supplier field would occasionally not be saved.

      CLA-32177

      Updated the functionality of the Add/Edit Misc windows in ServiceLink and Parts and Service Quoter. The Charge Code drop-down now includes both charge codes and their descriptions, making it possible to search and select charge codes by their description.